This Solicitation opportunity from New Jersey was posted on May 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

FINANCIAL SERVICES RETIREMENT PLANNING

Closed

PROPOSAL-2026-178State & Local

Submission Closed05/19/2026, 02:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

NAICS: 523940

New

SLED

Investment Consulting & Investment TrainingThe City of San Antonio’s Finance Department is soliciting proposals from qualified investment consultants to provide expert consulting services related to managing the City’s investment portfolio. The scope includes advising on investment strategies and compliance in accordance with the Texas Public Funds Act. Additionally, the selected consultant will be responsible for delivering investment training to the City’s authorized investment officers to ensure proper knowledge and adherence to regulatory requirements. Proposals must be submitted by July 17, 2026, and the solicitation was posted on June 15, 2026. This is a competitive opportunity issued by the city’s finance department located in San Antonio, Texas. Key contacts for this solicitation include Morgan Aguirre, Troy Elliott (Finance-Procurement Director), Angelica Mata (Finance Assistant Director), and Laura Sambrano, who can provide further information or assistance. Interested parties can access the solicitation details and submission instructions through the City’s official procurement portal.

POSTED

DEADLINE

Investment Management ServicesThe City of Cincinnati has issued a request for proposals seeking qualified firms to provide investment management services specifically for a portion of its fixed income portfolio. This solicitation, identified as RFP265X901175, was posted on June 12, 2026, with a submission deadline of July 22, 2026. The services are intended to support the City's investment objectives by professionally managing fixed income assets to optimize returns while maintaining appropriate risk controls. The contract is overseen by the City of Cincinnati, Ohio, and interested parties can obtain further information or submit proposals via the designated online portal. Bethany Pritchard serves as the primary point of contact for this solicitation. Among the submitted documentation requirements, offerors must complete a standardized form (Attachment 1 to the RFP) detailing corporate and contact information. This form collects vital data including legal entity type, business addresses, key contacts, organizational history, any judgments or convictions, debarment status, and prior contract execution records. These details are critical for evaluation and award decisions, ensuring that the City engages a responsible and capable investment management firm. The overall solicitation framework is designed to facilitate a transparent, thorough review process that aligns with the City’s fiduciary responsibilities for managing public funds.

POSTED

DEADLINE

RFP Defined Contribution Program ConsultantCalSTRS is seeking a Defined Contribution Program Consultant to provide expert guidance and strategic advice in multiple key areas related to its defined contribution retirement programs. The consultant's responsibilities include investment oversight, fiduciary governance, recordkeeper management, fee benchmarking, cost analysis, regulatory compliance, and plan administration support. This role is designed to offer independent, objective analysis and industry benchmarking, helping CalSTRS staff navigate legislative and regulatory changes while improving program governance. The ultimate goal is to enhance retirement readiness outcomes for California educators by delivering actionable recommendations that strengthen program operations and accountability. The solicitation, titled "RFP Defined Contribution Program Consultant," was posted on June 11, 2026, with a response deadline of July 6, 2026. The contract will be performed in Alameda, California, under the State Teachers' Retirement System agency. Peter Yu is the primary point of contact for this solicitation. The engagement aims to secure a consultant who can serve as a trusted advisor and contribute to the continuous improvement of CalSTRS defined contribution programs, ensuring they meet fiduciary standards and regulatory requirements while supporting California’s educators in achieving better retirement security.

State Teachers' Retirement System

POSTED

DEADLINE

Fiduciary and Investment Consulting Services for 401(k) Retirement PlanThe contract involves providing fiduciary consulting services for the Cherokee Nation's 401(k) retirement plan. The scope includes comprehensive support in investment oversight, ensuring compliance with relevant regulations, governance, risk management, and participant education. Services will be performed in accordance with ERISA standards to safeguard the interests of plan participants and maintain regulatory conformity. The engagement is structured as a subcontract and was posted on June 11, 2026, with a response deadline set for July 10, 2026. The contract falls under the NAICS code 523940, which pertains to investment advice services. While specific location details and points of contact are not disclosed, the contract is managed by the Cherokee Nation, emphasizing their commitment to robust fiduciary management of their retirement plan assets.

POSTED

DEADLINE

REQUEST FOR SEALED PROPOSALS - FIDUCIARY CONSULTANTThe Cherokee Nation is soliciting sealed proposals from qualified individuals and firms experienced in providing consulting services specifically related to retirement programs for organizations of comparable size and scope. This contract, identified as Procurement #164679, is seeking a fiduciary consultant to support the entire project. Proposals must be submitted by the deadline of July 10, 2026. The opportunity is posted by the Cherokee Nation, categorized under the SLED (state, local, education) organization type. Interested parties can direct inquiries or submit proposals to the primary contact, Shelly McClain, via email or phone. While the solicitation does not specify a set-aside type or detailed location information, all submission requirements and further details are accessible through the Cherokee Nation's procurement website.

Cherokee Nation

POSTED

6 days ago

DEADLINE

in 24 days

AI Contract Overview

The contract titled "Financial Services Retirement Planning" is a solicitation issued by the Finance Department of New Jersey, specifically managed by the Township of Toms River. The solicitation was posted on May 8, 2026, with a response deadline set for May 19, 2026. It seeks proposals related to providing financial planning services focused on retirement, aiming to support eligible individuals or employees within the jurisdiction. The contract does not specify any set-aside type or NAICS code, indicating it is open for general competition. The agency responsible for this contract is the New Jersey Finance Department, operating out of Toms River, NJ, with the office address provided for correspondence. Interested parties can reach out to the Township of Toms River Purchasing Office via email or phone for further inquiries. The solicitation is publicly available through an online procurement portal, enabling prospective bidders to review the full details and submit their proposals within the specified timeframe.

General Info

New Jersey Toms River seeks retirement financial planning proposals, deadline May 19, 2026, open competition.

Agency

New Jersey → FINANCE

NAICS

523940 - Portfolio Management and Investment Advice View NAICS

Place of Performance

NJ, USA

Set-Aside

NONE

Documents

(2)

RFQ Deferred Compensation Retirement Plan 2026 Reissue 2

DOCX•rfq

Proposal 2026-178 Financial Services Retirement Planning - Township of Toms River

PDF•rfq

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedMay 8

Solicitation

Response DeadlineMay 19

Deadline has passed

Submission Closed

05/19/2026, 02:00:00 PM UTC

Find active opportunities like this

Start your free trial to discover similar active contracts, track opportunities, and build proposals with AI assistance.

Organization & Contact Information

AgencyNew Jersey → FINANCE

Contacts1 person available

OfficeToms River, NJ, 08753, US

Organization / Agency

New Jersey → FINANCE

Office AddressToms River, NJ, 08753, US

Contacts

TOWNSHIP OF TOMS RIVER PURCHASINGSTAFF

contact@example.gov

+1 (555) 000-0000

Interested Companies (8)

PlanGuide Financial

Retirement Plan (k)onsultant

TCG, a HUB International

Austin, TX

See All 8 Interested Companies

Start a free trial to view all interested companies, their contact details, and full contractor profiles.

Start Free Trial

Full Description

Please see attachment